Meridian Financial Partners LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Meridian Financial Partners LLC 13F Holdings
CIK 0001763722 · WARRENTON, VA
As of Sep 30, 2025, Meridian Financial Partners LLC reported
113 positions worth $240.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 46,122 | $28.5M | 11.86% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 375,986 | $25.8M | 10.70% |
| J P MORGAN EXCHANGE TRADED F | JMEE | — | 304,985 |
|
9.5M8.08% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 37,871 |
0.5M | 4.37% |
| APPLE INC | AAPL | Technology | 34,765 | $9.0M | 3.73% |
| ISHARES TR | IVLU | — | 240,586 | $8.6M | 3.56% |
| ISHARES CORE S&P 500 ETF | IVV | — | 10,864 | $7.3M | 3.05% |
| MICROSOFT CORP | MSFT | Technology | 13,938 | $7.3M | 3.04% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 133,328 | $6.8M | 2.80% |
| VIRGINIA NATL BANKSHARES COR | VABK | Financial Services | 141,161 | $5.5M | 2.27% |
| NVIDIA CORP | NVDA | Technology | 24,652 | $4.7M | 1.94% |
| AMAZON.COM INC | AMZN | Equity | 19,309 | $4.3M | 1.81% |
| ALPHABET INC | GOOGL | Equity | 15,563 | $3.8M | 1.58% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 46,453 | $3.6M | 1.51% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 38,497 | $3.4M | 1.43% |
| EXXON MOBIL CORP | XOM | Energy | 29,903 | $3.4M | 1.42% |
| WISDOMTREE US LARGECAP DIVIDEND FUND | DLN | — | 37,314 | $3.2M | 1.35% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 9,631 | $2.9M | 1.22% |
| VISA INC-CLASS A SHARES | V | Financial Services | 8,112 | $2.9M | 1.18% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 5,559 | $2.8M | 1.18% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 11,904 | $2.8M | 1.16% |
| BROADCOM INC | AVGO | Technology | 7,565 | $2.6M | 1.09% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 6,231 | $2.4M | 0.99% |
| ALPHABET INC | GOOG | Equity | 9,599 | $2.4M | 0.98% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 23,482 | $2.3M | 0.95% |